Bookkeeping Client Offboarding | Financial Cents Templates

About this template

This is an offboarding template created to walk an accounting manager through the necessary steps to offboard a recurring client that is going to no longer be working with our company.

Work type: Admin

Location: United States

Client industry: Generic

This template includes

21 tasks

	Immediate Tasks
	Submit Approval Request to cancel client's monthly sales receipt charge.	BKPG Team Leader
	Update Bookkeeper re: change in client status.	BKPG Team Leader
	Update Bookkeeper's calendar to stop recurring appointment.	BKPG Team Leader
	Update Client on any payroll services & schedules - provide billable training if needed	BKPG Team Leader
	In Bookkeeping Analysis Data Spreadsheet - Change client status to "Archived" & add "Client End Date" & "Termination Reason"	BKPG Team Leader
	Remove client from Annual Client Price & Service Review Project	BKPG Team Leader
	Remove Client from Annual Client Survey Task Send Out Project	BKPG Team Leader
	Remove Client from 6-Month Client Price & Service Review Project (if applicable)	BKPG Team Leader
	Remove Client from 6-Month Client Survey Task Send Out Project (if applicable)	BKPG Team Leader
	Stop any recurring client tasks or communication	BKPG Team Leader
	Update all client FC Projects to be Non-Recurring	BKPG Team Leader
	Ensure all billable work is invoiced.	BKPG Team Leader

Immediate Tasks

Submit Approval Request to cancel client's monthly sales receipt charge.

BKPG Team Leader

Update Bookkeeper re: change in client status.

BKPG Team Leader

Update Bookkeeper's calendar to stop recurring appointment.

BKPG Team Leader

Update Client on any payroll services & schedules - provide billable training if needed

BKPG Team Leader

In Bookkeeping Analysis Data Spreadsheet - Change client status to "Archived" & add "Client End Date" & "Termination Reason"

BKPG Team Leader

Remove client from Annual Client Price & Service Review Project

BKPG Team Leader

Remove Client from Annual Client Survey Task Send Out Project

BKPG Team Leader

Remove Client from 6-Month Client Price & Service Review Project (if applicable)

BKPG Team Leader

Remove Client from 6-Month Client Survey Task Send Out Project (if applicable)

BKPG Team Leader

Stop any recurring client tasks or communication

BKPG Team Leader

Update all client FC Projects to be Non-Recurring

BKPG Team Leader

Ensure all billable work is invoiced.

BKPG Team Leader

	Tasks after Last Client Service Date
	Remove All Team Members' access to client passwords and app access	BKPG Team Leader
	Remove Bookkeeper from client channel access in external tech stack	BKPG Team Leader
	Remove Bookkeeper from Financial Cents client assignees	BKPG Team Leader
	Remove Bookkeeper's QBO file access	BKPG Team Leader
	Send Message Template: "Notice of Cancelled Services" to client, update highlighted areas	BKPG Team Leader
	Add calendar task in one week to close all pending client communication tasks	BKPG Team Leader

Tasks after Last Client Service Date

Remove All Team Members' access to client passwords and app access

BKPG Team Leader

Remove Bookkeeper from client channel access in external tech stack

BKPG Team Leader

Remove Bookkeeper from Financial Cents client assignees

BKPG Team Leader

Remove Bookkeeper's QBO file access

BKPG Team Leader

Send Message Template: "Notice of Cancelled Services" to client, update highlighted areas

BKPG Team Leader

Add calendar task in one week to close all pending client communication tasks

BKPG Team Leader

	Final Tasks
	Bulk approve any changes in to uncategorized transactions	BKPG Team Leader
	Submit Teams Approval Request to archive client project in QBO	BKPG Team Leader
	Archive Client in Financial Cents	BKPG Team Leader

Final Tasks

Bulk approve any changes in to uncategorized transactions

BKPG Team Leader

Submit Teams Approval Request to archive client project in QBO

BKPG Team Leader

Archive Client in Financial Cents

BKPG Team Leader